Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.6+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,425 | $63,768-22.5% | $98,506-49.8% | $79,389-37.7% |
| Participation rate | 36.3% | 69.9%-33.6pp | 73.3%-37.1pp | 70.7%-34.5pp |
| Annual return | 27.83% | 626.18%-598.4pp | 1494.92%-1467.1pp | 116.89%-89.1pp |
| Employer contribution / active EE | $194 | $2,558-92.4% | $2,961-93.5% | $2,428-92.0% |
| Participant deferral / active EE | $1,919 | $3,305-41.9% | $4,277-55.1% | $4,046-52.6% |
| Admin fee / account holder | $45 | $516-91.2% | $5,955-99.2% | $626-92.8% |